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Side-by-side financial comparison of Four Corners Property Trust, Inc. (FCPT) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $78.2M, roughly 1.8× Four Corners Property Trust, Inc.). Four Corners Property Trust, Inc. runs the higher net margin — 38.8% vs 25.2%, a 13.6% gap on every dollar of revenue. On growth, Four Corners Property Trust, Inc. posted the faster year-over-year revenue change (9.4% vs -14.5%). Over the past eight quarters, Four Corners Property Trust, Inc.'s revenue compounded faster (8.4% CAGR vs -5.3%).
Four Corners Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns, and manages a portfolio of high-quality net-leased commercial properties. Its assets are primarily restaurant and retail locations across the United States, with tenants largely operating in stable consumer-facing industry segments with proven operational performance.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
FCPT vs OLED — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $142.2M |
| Net Profit | $30.4M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | 55.3% | 30.1% |
| Net Margin | 38.8% | 25.2% |
| Revenue YoY | 9.4% | -14.5% |
| Net Profit YoY | 16.0% | -44.3% |
| EPS (diluted) | $0.28 | $0.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $78.2M | $142.2M | ||
| Q4 25 | $75.7M | $172.9M | ||
| Q3 25 | $74.1M | $139.6M | ||
| Q2 25 | $72.8M | $171.8M | ||
| Q1 25 | $71.5M | $166.3M | ||
| Q4 24 | $68.3M | $162.3M | ||
| Q3 24 | $66.8M | $161.6M | ||
| Q2 24 | $66.5M | $158.5M |
| Q1 26 | $30.4M | $35.9M | ||
| Q4 25 | $29.4M | $66.3M | ||
| Q3 25 | $28.8M | $44.0M | ||
| Q2 25 | $27.9M | $67.3M | ||
| Q1 25 | $26.2M | $64.4M | ||
| Q4 24 | $26.2M | $46.0M | ||
| Q3 24 | $25.6M | $66.9M | ||
| Q2 24 | $24.7M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
| Q1 26 | 55.3% | 30.1% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 30.9% | ||
| Q2 25 | — | 39.9% | ||
| Q1 25 | — | 41.9% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 41.5% | ||
| Q2 24 | — | 35.6% |
| Q1 26 | 38.8% | 25.2% | ||
| Q4 25 | 38.9% | 38.4% | ||
| Q3 25 | 38.9% | 31.5% | ||
| Q2 25 | 38.3% | 39.2% | ||
| Q1 25 | 36.6% | 38.8% | ||
| Q4 24 | 38.3% | 28.4% | ||
| Q3 24 | 38.3% | 41.4% | ||
| Q2 24 | 37.1% | 33.0% |
| Q1 26 | $0.28 | $0.76 | ||
| Q4 25 | $0.27 | $1.40 | ||
| Q3 25 | $0.28 | $0.92 | ||
| Q2 25 | $0.28 | $1.41 | ||
| Q1 25 | $0.26 | $1.35 | ||
| Q4 24 | $0.27 | $0.96 | ||
| Q3 24 | $0.27 | $1.40 | ||
| Q2 24 | $0.27 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $29.6M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.7B | — |
| Total Assets | $3.0B | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $29.6M | $516.4M | ||
| Q4 25 | $12.1M | $602.4M | ||
| Q3 25 | $6.7M | $603.0M | ||
| Q2 25 | $6.0M | $525.2M | ||
| Q1 25 | $22.3M | $571.3M | ||
| Q4 24 | $4.1M | $492.7M | ||
| Q3 24 | $44.5M | $551.6M | ||
| Q2 24 | $17.2M | $530.5M |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.5B | $1.6B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.3B | $1.5B |
| Q1 26 | $3.0B | $1.9B | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $2.8B | $1.9B | ||
| Q2 25 | $2.8B | $1.9B | ||
| Q1 25 | $2.7B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.5B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.92× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $108.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $192.3M | $31.1M | ||
| Q3 25 | $48.9M | $97.2M | ||
| Q2 25 | $43.8M | $51.9M | ||
| Q1 25 | $51.6M | $30.6M | ||
| Q4 24 | $144.1M | $34.7M | ||
| Q3 24 | $43.4M | $79.9M | ||
| Q2 24 | $39.7M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 6.53× | 0.47× | ||
| Q3 25 | 1.70× | 2.21× | ||
| Q2 25 | 1.57× | 0.77× | ||
| Q1 25 | 1.97× | 0.47× | ||
| Q4 24 | 5.51× | 0.75× | ||
| Q3 24 | 1.70× | 1.19× | ||
| Q2 24 | 1.61× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FCPT
| Rental revenue | $69.8M | 89% |
| Restaurant revenue | $8.4M | 11% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
